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Summit Financial’s Healthcare Realty HR Stock Holding History

Summit Financial’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$181K Buy
10,637
+88
+0.8% +$1.54K ﹤0.01% 1360
2025
Q4 		$179K Buy
+10,549
New +$188K ﹤0.01% 1252

Other funds holding HR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Financial's HR Position: Q1 2026 in Review

Summit Financial increased its Healthcare Realty (HR) stake by 0.83% in Q1 2026, buying an estimated $1.54K and bringing the position to 10,637 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Summit Financial first reported a position in HR in Q4 2025 and has held it in 2 quarters since. 444 funds tracked by Wall St. Rank hold HR as of Q1 2026.

  • Summit Financial held 10,637 shares of Healthcare Realty worth $181K as of Q1 2026.
  • Summit Financial bought 88 Healthcare Realty shares in Q1 2026, an estimated $1.54K.
  • Healthcare Realty made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1360 holding.
  • Summit Financial first reported a position in Healthcare Realty in Q4 2025 and has held it in 2 quarters since.
  • 444 funds tracked by Wall St. Rank held Healthcare Realty as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.